Financial Planning & Investment Services
1425 Main Street
Ramona, CA 92065
9988 Hibert St Ste 201
San Diego, CA 92131
At Lincoln Financial Advisors, we believe in a big-picture approach to financial planning that minds all the little details. We get to know your individual needs so we can understand your financial picture as a whole, including your retirement plans, education savings goals, life and long-term care insurance, taxes, and more. When we understand how your finances work together, we can develop an in-depth strategy that fits your individual needs and drives you towards your financial goals.
P.O Box 97
Ramona, CA 92065
Independent Registered Investment Advisor Representative specialized in:
•Qualified Retirement Plans
•Non-Qualified Supplemental Executive Retirement Plans
•Individual Wealth Management
•Life Insurance & Long-Term Care
•Income Planning
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
CA Insurance License: #0F93793